Institutional Ownership Putnam Master Intermediate Income Trust (PIM)
This table provides information about the institutional ownership of Putnam Master Intermediate Income Trust (PIM). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $95.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
41,449
shares
|
$138,439
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
33,120
shares
|
$110,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
25,369
shares
|
$84,732
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
21,793
shares
|
$72,788
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
21,660
shares
|
$72,344
0.0% of portfolio
|
Q2 2025
Reduced 62.75%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
21,540
shares
|
$71,943
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
21,059
shares
|
$70,337
0.02% of portfolio
|
Q3 2025
Added 100.56%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
20,245
shares
|
$67,618
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
20,181
shares
|
$67,404
0.0% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,674
shares
|
$55,691
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,428
shares
|
$54,869
0.0% of portfolio
|
Q2 2025
Reduced 56.16%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
14,300
shares
|
$47,762
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
14,000
shares
|
$46,760
0.0% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
12,815
shares
|
$42,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,988
shares
|
$40,039
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
11,000
shares
|
$36,740
0.0% of portfolio
|
Q1 2019
Reduced 21.43%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,600
shares
|
$35,404
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Oct 14, 2025 Q3 2025 |
10,507
shares
|
$35,093
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
10,000
shares
|
$33,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9,500
shares
|
$31,730
0.01% of portfolio
|
Q1 2024
Reduced 20.05%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
9,220
shares
|
$30,794
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,200
shares
|
$30,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,324
shares
|
$24,462
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,340
shares
|
$17,835
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,000
shares
|
$16,700
0.0% of portfolio
|
Q4 2024
New holding
|